Mortgage and lending (Canada)

Early access for Canadian mortgage brokerages and lenders who assemble income, asset, property and identity files; join the waitlist.

Where the time goes

  • Mortgage files combine income, asset, property and identity documents
  • Underwriters re-key details and compare documents by hand
  • Inconsistencies between documents are easy to miss
  • Brokers and lenders need a clear record of what was checked

Documents we handle

  • Identity documents
  • Employment letters and pay stubs
  • CRA T4
  • T4A and T5 slips
  • Notices of assessment
  • Revenu Quebec slips
  • Bank statements
  • Mortgage applications
  • Purchase agreements
  • Appraisals
  • Credit bureau reports
  • Commitment letters

Packs available

Each pack ships document types, extraction schemas, validation rules, smart folders and sample questions.

General business documents

Global. Invoices, Receipts, Purchase orders, Bank statements, Contracts…

Mortgage and lending (Canada)

Canada. Identity document, Employment letter, Pay stub, T4 / T4A / T5 slip, T1 General / Notice of Assessment…

What teams automate

Mortgage file processing (Canada)

Early access use case for extracting income, asset, property and identity data from mortgage application files for underwriting review.

See the workflow

What is in the early-access pack

The pack ships document types for identity documents, employment letters, pay stubs, CRA T4, T4A and T5 slips, T1 General and notices of assessment, Revenu Quebec slips and notices, bank statements and void cheques, mortgage applications, agreements of purchase and sale, property appraisals, title and land registry documents, credit bureau reports, commitment letters and home or title insurance. Starter schemas extract the fields for each type. English and French keywords support Quebec and bilingual documents, and amounts default to CAD.

Cross-document indexes cover borrower, property, employer or institution or lender, tax year, province, document date and closing or expiry date. Sample questions ask for income figures per document, commitment conditions and the documents on file, down payment support, purchase price and appraised value, identity documents and expiry, and items needing human review. Smart folders group files by Ontario, Quebec, British Columbia, Alberta and Manitoba.

Social Insurance Numbers are reduced to the last 3 digits, account numbers to the last 4, and personal fields are flagged sensitive.

What is still being confirmed

Early-access packs are built from official form guidance and regulator documents. They have not been validated on production customer documents, and forms and fields are being confirmed with early customers. Reviewers compare income, property and identity values using the extracted data and search; the pack does not check a file for completeness or compare documents automatically.

Where people stay in the loop

Each extracted value has a confidence score. Fields below your threshold, failed checks and unrecognised documents go to a human review queue, where a reviewer compares the source with the extracted data, corrects it and approves. The pack prepares and checks document data; it does not decide credit. Every action is recorded in an audit log.

Join the waitlist

Canada is in early access. If you run a brokerage or lending operation and want to test the pack on your own files, join the waitlist and tell us about your typical file. We will follow up directly.

Questions we hear

Is there a Canadian mortgage pack?
Yes, in early access. It ships document types, starter schemas, cross-document indexes, sample questions and smart folders for mortgage files. It is built from official form guidance and has not been validated on production customer documents.
Does it read CRA and Quebec tax documents?
Yes. The pack includes schemas for CRA T4, T4A and T5 slips, T1 General and notices of assessment, and Revenu Quebec slips and notices. Forms and fields are being confirmed with early customers and may change.
Does Droqify make lending decisions?
No. It extracts and validates data from documents and flags issues for a person. Underwriting, approval and credit decisions stay with your team.
What does early access mean?
We are opening Canada gradually. Join the waitlist and we will contact you about fit, scope and timing. Features and availability may change.
How is applicant data protected?
Access is role-based, activity is written to an audit log, and tenants are isolated. Social Insurance Numbers are reduced to the last 3 digits and account numbers to the last 4, and personal fields are flagged sensitive. AI processing location is stated in the Order Form. See the security page for compliance status.

See Droqify on your mortgage and lending (canada) documents

Bring a few sample documents (synthetic or redacted) and we will show the extraction, review and search end to end.